BKD Wealth Advisors, LLC
CIK 1352864 · Holdings on Mar 31, 2026 · First reported May 1, 2026
Top ten holdings
Q1 2026- VTI30.44%
- VEU10.77%
- HELO3.51%
- VCRB3.01%
- SCHB2.97%
- AGG2.87%
- VOO2.53%
- FBND2.44%
- IVV2.12%
- TSPA2.10%
Share classes counted separately62.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VCRBWeight increased · +0.49 pp2.52% → 3.01%Shares +337.58K (+19.70%)
- VEUWeight increased · +0.45 pp10.32% → 10.77%Shares +122.31K (+1.65%)
- VTIWeight decreased · -0.28 pp30.72% → 30.44%Shares +146.48K (+3.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $1.60B | 30.44% | 5.00M shares | 30.72% → 30.44%-0.28 pp +146.48K (+3.02%) | Added | ↗▾ |
| 02 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $567.19M | 10.77% | 7.55M shares | 10.32% → 10.77%+0.45 pp +122.31K (+1.65%) | Added | ↗▾ |
| 03 | HELOJPMORGAN HEDGED EQUITY ETFHEDGED EQUITY LA View history and evidence | $184.96M | 3.51% | 2.89M shares | 3.31% → 3.51%+0.20 pp +257.17K (+9.75%) | Added | ↗▾ |
| 04 | VCRBVANGUARD CORE BOND ETFCORE BD ETF View history and evidence | $158.71M | 3.01% | 2.05M shares | 2.52% → 3.01%+0.49 pp +337.58K (+19.70%) | Added | ↗▾ |
| 05 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $156.37M | 2.97% | 6.23M shares | 3.07% → 2.97%-0.10 pp +36.12K (+0.58%) | Added | ↗▾ |
| 06 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $151.39M | 2.87% | 1.53M shares | 2.79% → 2.87%+0.08 pp +45.15K (+3.05%) | Added | ↗▾ |
| 07 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $133.33M | 2.53% | 223.12K shares | 2.79% → 2.53%-0.26 pp -12.88K (-5.46%) | Reduced | ↗▾ |
| 08 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $128.59M | 2.44% | 2.82M shares | 2.35% → 2.44%+0.09 pp +110.35K (+4.07%) | Added | ↗▾ |
| 09 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $111.83M | 2.12% | 171.21K shares | 2.15% → 2.12%-0.03 pp +4.63K (+2.78%) | Added | ↗▾ |
| 10 | TSPAT ROWE PRICE US EQY RESEARCHUS EQUITY RESEAR View history and evidence | $110.44M | 2.10% | 2.70M shares | 1.86% → 2.10%+0.24 pp +403.20K (+17.55%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQM INVESCO NASDAQ 100 ETF | Non-derivative | -2,008 | -$507.87K | SEC filing ↗ | SEC filing ↗ |
| CMA COMERICA INC | Non-derivative | -5,317 | -$462.19K | SEC filing ↗ | SEC filing ↗ |
| GIS GENERAL MILLS INC | Non-derivative | -8,234 | -$382.89K | SEC filing ↗ | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1352864 · Period Mar 31, 2026
Data loaded Sep 23, 2026 · First reported May 1, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5268115984
}Research all 399 reported holdings.
This page includes 30 of 399 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 399 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1352864","quarter":"2026Q1","page_size":100}
get_institutional_manager_history
{"cik":"1352864","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.